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PBEFX: Pioneer Emerging Markets B (MUTUAL FUND)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 11/28/2012 |
12-Mo. Yield | 0.52% |
Expenses | 2.85% |
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Performance Analytics (As of 11/10/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -3.5 | -1.1 | -2.4 | 5.6 | 5.4 | 4.6 | -5.4 | -3.1 | 10.3 | -24.9 | 15.1 | 72.1 | -59.3 | 41.2 | 33.9 | 36.6 | 18.5 | 55.9 | -2.7 | -9.0 | -34.3 | 89.7 | -32.8 | 9.2 | -3.9 |
Sharpe Ratio | NA | -0.3 | -0.08 | -0.13 | 0.17 | NA | 0.03 | -0.52 | -0.22 | 0.62 | -1.06 | 0.68 | 2.35 | -1.12 | 1.54 | 1.57 | 2.92 | 1.09 | 4.39 | -0.27 | -0.69 | -1.57 | 4.67 | -1.34 | -2.34 | -1.13 |
Draw Down(%) | NA | 14.6 | 21.2 | 34.8 | 71.8 | NA | 71.8 | 14.6 | 19.6 | 18.0 | 30.2 | 19.0 | 22.5 | 70.1 | 20.1 | 25.4 | 9.9 | 20.8 | 11.2 | 26.0 | 31.0 | 49.4 | 14.5 | 51.1 | 21.8 | 9.8 |
Standard Deviation(%) | NA | 11.9 | 15.0 | 18.5 | 26.2 | NA | 23.1 | 12.0 | 14.0 | 16.7 | 23.6 | 22.2 | 30.7 | 53.7 | 25.0 | 19.6 | 11.8 | 16.1 | 12.6 | 14.0 | 16.6 | 24.4 | 18.5 | 26.8 | 19.6 | 9.4 |
Treynor Ratio | NA | -0.04 | -0.01 | -0.03 | 0.05 | NA | 0.01 | -0.08 | -0.03 | 0.11 | -0.28 | 0.15 | 0.78 | -0.58 | 0.38 | 0.3 | 0.4 | 0.2 | 0.72 | -0.06 | -0.28 | -0.37 | 1.01 | -0.42 | -0.53 | -0.14 |
Alpha | NA | -0.04 | -0.03 | -0.04 | -0.05 | NA | -0.02 | -0.04 | 0.01 | -0.03 | -0.04 | -0.01 | 0.01 | -0.04 | 0.01 | 0.01 | 0.03 | -0.01 | 0.04 | 0.01 | -0.04 | -0.03 | 0.09 | -0.09 | 0.07 | -0.04 |
Beta | NA | 0.84 | 0.93 | 0.95 | 0.99 | NA | 0.92 | 0.83 | 0.97 | 0.98 | 0.88 | 1.03 | 0.92 | 1.04 | 1.0 | 1.03 | 0.86 | 0.89 | 0.77 | 0.68 | 0.42 | 1.04 | 0.85 | 0.85 | 0.87 | 0.75 |
RSquared | NA | 0.77 | 0.9 | 0.93 | 0.94 | NA | 0.85 | 0.74 | 0.94 | 0.93 | 0.94 | 0.97 | 0.96 | 0.96 | 0.93 | 0.95 | 0.88 | 0.84 | 0.82 | 0.79 | 0.34 | 0.77 | 0.62 | 0.78 | 0.73 | 0.47 |
Yield(%) | N/A | 0.0 | 2.0 | 1.1 | 6.0 | 5.1 | N/A | 0.0 | 0.0 | 0.5 | 4.2 | 0.0 | 0.0 | 1.1 | 15.1 | 12.9 | 3.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.2 | 10.4 | 5.4 |
Dividend Growth(%) | N/A | -100.0 | 220.5 | -84.9 | N/A | N/A | N/A | N/A | -100.0 | -91.3 | N/A | N/A | -100.0 | -90.6 | 35.2 | 372.3 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -88.9 | 75.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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